Verdence Capital Advisors’s Brown & Brown BRO Stock Holding History

Verdence Capital Advisors’s Portfolio BRO Stock Details BRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$470K	Sell	7,323 -299	-4%	-$18.2K	0.02%	447
2026 Q1	$497K	Buy	7,622 +449	+6%	+$32.4K	0.03%	430
2025 Q4	$572K	Buy	7,173 +2,817	+65%	+$235K	0.03%	391
2025 Q3	$382K	Buy	+4,356	New	+$425K	0.02%	528

Other funds holding BRO

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TIA

Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Verdence Capital Advisors's BRO Position: Q2 2026 in Review

Verdence Capital Advisors reduced its Brown & Brown (BRO) stake by 3.9% in Q2 2026, selling an estimated $18.2K and leaving 7,323 shares worth $470K. The position accounts for 0.02% of the portfolio, ranked #447.

Verdence Capital Advisors first reported a position in BRO in Q3 2025 and has held it in 4 quarters since. The position peaked at $572K in Q4 2025. 354 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

Verdence Capital Advisors held 7,323 shares of Brown & Brown worth $470K as of Q2 2026.
Verdence Capital Advisors sold 299 Brown & Brown shares in Q2 2026, an estimated $18.2K.
Brown & Brown made up 0.02% of Verdence Capital Advisors's portfolio in Q2 2026, its #447 holding.
Verdence Capital Advisors first reported a position in Brown & Brown in Q3 2025 and has held it in 4 quarters since.
Verdence Capital Advisors's Brown & Brown position peaked at $572K in Q4 2025.
354 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.